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Jan 31, 2013
01/13
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WBAL
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apple has real competition from samsung, with an android operating system from the visionaries at google. sure the market's big, but samsung's beating apple in cell phone share and perhaps more important, apple's phones may not be good enough to take that share back. tablets are terrific. but apple's lost the invinceability that extends to the tablet market. apple has compounded the problem by releasing a faulty map app, a new cord, and i like the old one, and a disliked itunes iteration. it's no longer the only game in town. amazon's total addressable market if it can perfect same-day delivery, which it is going to do with all of these warehouses, is literally all of retail, everything, everything sold at costco, walmart, supermarket, department store, food store, hardware store around the globe. maybe one day amazon will sell houses and boats if u.p.s. can figure out a way to deliver them. the addressable market may be no larger than the personal computer and cell phone replacement segment. and many think in a few years, those markets will be saturated. nobody will be able to get the c
apple has real competition from samsung, with an android operating system from the visionaries at google. sure the market's big, but samsung's beating apple in cell phone share and perhaps more important, apple's phones may not be good enough to take that share back. tablets are terrific. but apple's lost the invinceability that extends to the tablet market. apple has compounded the problem by releasing a faulty map app, a new cord, and i like the old one, and a disliked itunes iteration. it's...
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84
Jan 25, 2013
01/13
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WBAL
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eye 84
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real demand, competition from other companies, gross margins, something made by a samsung, for heaven's sake. i thought they were like a steel company. the stock is reacting to how much money is being made on each item. the dreaded nitpick of gross margins. that mundane, nasty number that its inferiors, competitors are suddenly making superior product at least in the minds of some of the less savvy consumers out there, the superior. what must be really galling to apple is the fact these analysts actually think they need ammo to stay positive, ammo to do something as simple as breathing, which is to reiterate the buy ratings. i can see tim cook turning to his colleagues, genuinely puzzled, saying, it's as if we have to come up with something breakthrough, something dazzling for them beyond what's obvious, which is how great we are. but at some point, your company's products may face genuine competition. in many places on earth, other companies may be taking share, which is what's happening with that nasty little samsung phone. or you might have product lines in decline like the ipod, but
real demand, competition from other companies, gross margins, something made by a samsung, for heaven's sake. i thought they were like a steel company. the stock is reacting to how much money is being made on each item. the dreaded nitpick of gross margins. that mundane, nasty number that its inferiors, competitors are suddenly making superior product at least in the minds of some of the less savvy consumers out there, the superior. what must be really galling to apple is the fact these...
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68
Jan 26, 2013
01/13
by
WBAL
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eye 68
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and what we heard wednesday from apple and last night from samsung is a tale of woe that you could argue says smartphones have become saturated. everybody who needs a smartphone has one and now they're even trading down, not even buying expensive smartphones. qualcomm has got a heavy burden as it's going to have to tell us if that's the case, if there really is saturation. it has to tell us because it's the semiconductor brain for so much of the next generation of smartphones. this is the most important call of the week. and it might be when you can start buying apple if it hasn't bottomed by then. not that i want you in it but people do keep asking me. and please understand that apple is going from growth stock to value stock and that's often an ugly journey. okay? there's clip joints along the road and a lot of speed traps you know, the with radar guns. thursday is a day made for "mad money." and we think lightning could strike, possibly more than once. we have said recently that three companies who are reporting today, dst, fortune, and manitowoc all should take action to bring out va
and what we heard wednesday from apple and last night from samsung is a tale of woe that you could argue says smartphones have become saturated. everybody who needs a smartphone has one and now they're even trading down, not even buying expensive smartphones. qualcomm has got a heavy burden as it's going to have to tell us if that's the case, if there really is saturation. it has to tell us because it's the semiconductor brain for so much of the next generation of smartphones. this is the most...
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Jan 19, 2013
01/13
by
WBAL
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eye 56
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knows that the customer's always right but seems to have the wrong customers, certainly not apple or samsung. you sure wouldn't want to own the stock based on the quarter or the conference call. but what did management hang its hat on? how did they entice you into thinking you should own the stock here? because of hope, hope that the second half of the year will be stronger globally, that the world's economies are going to get better. and that made me ask myself, is this hope that things will get better or somehow do they just know it? and if they do know things will get better, please tell me how. i certainly believe in hope. in the end, if you're investing, i say hope should be part of the equation. you can hope that the ravens beat the belichicks and bradys and sunday, we need more facts to get more bullish from here. and the sooner we get them, the more positive i'll feel about the stocks after the run they've had. stay with cramer. >>> keep up with cramer all day long. follow @jimcramer on twitter and tweet your questions #madtweets. on tuesday morning, we're going to get a test of my h
knows that the customer's always right but seems to have the wrong customers, certainly not apple or samsung. you sure wouldn't want to own the stock based on the quarter or the conference call. but what did management hang its hat on? how did they entice you into thinking you should own the stock here? because of hope, hope that the second half of the year will be stronger globally, that the world's economies are going to get better. and that made me ask myself, is this hope that things will...
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149
Jan 2, 2013
01/13
by
WBAL
tv
eye 149
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it's a camera from samsung. i'm actually going to use you, kathy, as a tripod. if you come stand back here -- >> i have been used for worse. >> i am going to use it, and i'm going to use hand motions to take a picture. >> oh. >> you just took your own picture? >> yeah. hang on. i'm going to try one more time. i can actually use it to see how it's zooming in. i'm going to zoom the lens. >> oh, my gosh. >> i'm framing up my picture. one more time. ah. >> yes, it's -- >> it operates with just your base user interface, and that means you can get in the shot. normally it works. >> all right. >> our next tech trend is mobile payments. everybody is trying to figure out how to get your mobile phone to be your wallet in a safe and secure way. what we have right now is something that is popping up in some stores called google wallet. this uses a new technology called near field applications. it's not available in all phones. it's limited to the android. it's sort of being slow to catch on. what's coming is this new technology called level up. it's a new app. >> i can see
it's a camera from samsung. i'm actually going to use you, kathy, as a tripod. if you come stand back here -- >> i have been used for worse. >> i am going to use it, and i'm going to use hand motions to take a picture. >> oh. >> you just took your own picture? >> yeah. hang on. i'm going to try one more time. i can actually use it to see how it's zooming in. i'm going to zoom the lens. >> oh, my gosh. >> i'm framing up my picture. one more time. ah....
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Jan 24, 2013
01/13
by
WBAL
tv
eye 57
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samsung, got that great operating system, android, google. it's good enough so customers don't have to pay up for the iphone and the big phone companies are happy to steer customers there because they make more money selling samsung than apple. people who bought apple because of the chart. it was a stock that kept going higher, so the analysts kept raising targets, numbers. but once the stock started going down, the charts became the enemy. a virtuous circle became a vicious cycle down, chart became your enemy and that means the same people who had raised their price targets on the way up are now busy cutting them on the way down. and there'll be many, many more heard from tomorrow morning. sellers have been taking profits or losses, frankly, if they bought it too high either because they're trying to follow the discipline of not turning a gain into a loss, that's what i did for my charitable trust, follow along. we cut our position in half so we could play with the house's money. still stings, though, but you might have been a seller at the
samsung, got that great operating system, android, google. it's good enough so customers don't have to pay up for the iphone and the big phone companies are happy to steer customers there because they make more money selling samsung than apple. people who bought apple because of the chart. it was a stock that kept going higher, so the analysts kept raising targets, numbers. but once the stock started going down, the charts became the enemy. a virtuous circle became a vicious cycle down, chart...
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83
Jan 10, 2013
01/13
by
WBAL
tv
eye 83
favorite 0
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do more with the new samsung galaxy note ii. for a limited time get two flipcovers for the price of one. exclusively at verizon. the freshenator. the buddy system. the do si go. the two-handed tango. el cleaño. [ female announcer ] nothing leaves you feeling cleaner and fresher than the cottonelle care routine. try it. then name it. than the cottonelle care routine. they say opposites attract. but does that work for a car? ask scott makowski. he and his team set out to combine power and fuel efficiency. people said it wouldn't work out. people were wrong. here's proof. an ecoboost engine in the new ford escape with up to a best-in-class 33 mpg highway, and plenty of power to spare. it's the little engine that most definitely can. the all new twenty thirteen ford escape. it's what happens when you go further. i played a round of golf.id in the last five hours? then i read a book while teaching myself how to play guitar; ran ten miles while knitting myself a sweater; jumped out of a plane. finally, i became a ping pong master whi
do more with the new samsung galaxy note ii. for a limited time get two flipcovers for the price of one. exclusively at verizon. the freshenator. the buddy system. the do si go. the two-handed tango. el cleaño. [ female announcer ] nothing leaves you feeling cleaner and fresher than the cottonelle care routine. try it. then name it. than the cottonelle care routine. they say opposites attract. but does that work for a car? ask scott makowski. he and his team set out to combine power and fuel...
406
406
Jan 11, 2013
01/13
by
WBAL
tv
eye 406
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do more with the new samsung galaxy note ii. for a limited time get two flipcovers for the price of one. exclusively at verizon. yÑ6wçwçgçgçyçyçgçgçówów]wówówów use chaget 5% cash backs stations this quarter, whoa everybody get, everybody get! activate your 5% cash back at chase.com/freedom ♪ [ cheers and applause ] >> jimmy: welcome back. we're here with the great cast of "30 rock." alec, you were saying one of the things you're gonna miss the most is because you -- you might not have a cast like this. this cast will do anything. >> alec: well, they would come to you, and they would give you the script. we'd do a read-through, you know, the week before for the writers, and we would sit in the read-through -- which was always fun -- and we would read the script through. and sometimes you're reading it and you're going, "you've got to be kidding me, man." they want you to do all this crazy, crazy, crazy stuff. and you look at tina, who's on one side of me, and carlock. then they look at me, like, "yeah, oh, yeah.
do more with the new samsung galaxy note ii. for a limited time get two flipcovers for the price of one. exclusively at verizon. yÑ6wçwçgçgçyçyçgçgçówów]wówówów use chaget 5% cash backs stations this quarter, whoa everybody get, everybody get! activate your 5% cash back at chase.com/freedom ♪ [ cheers and applause ] >> jimmy: welcome back. we're here with the great cast of "30 rock." alec, you were saying one of the things you're gonna miss the most is because...
699
699
Jan 31, 2013
01/13
by
WBAL
tv
eye 699
favorite 0
quote 1
take long for sales to take off, the blackberry became the crackberry and then came the iphone and samsung's whole line of smartphones. president obama with a blackberry is more an exception. his daughters and their iphones are now the rule. for many holdouts, the attraction of the old blackberry was the keypad. they have been reluctant to give it up for touchscreens. in nbc news, this are plenty of holdouts. this is the nerve center of "nightly news." a blackberry there. one puns with an iphone in the corner. the anchor and managing editor, he uses both. >> i would like to, like the reese's peanut butter commercial, combine these two devices. >> reporter: turns out using both isn't uncommon. >> i use both of them interchangeably. sometimes a matter of which one i can find in my purse. >> reporter: nbc luck russert found a lot of dual users on capitol hill. >> reporter: how long have you had your blackberry? >> probably 10 years an iphone about five. >> reporter: why do you hold on to both of them? >> the iphone personal and blackberry for work because the iphone can't handle a high volume o
take long for sales to take off, the blackberry became the crackberry and then came the iphone and samsung's whole line of smartphones. president obama with a blackberry is more an exception. his daughters and their iphones are now the rule. for many holdouts, the attraction of the old blackberry was the keypad. they have been reluctant to give it up for touchscreens. in nbc news, this are plenty of holdouts. this is the nerve center of "nightly news." a blackberry there. one puns...